Ubiquity

Resources Category: Manage Investments

How to Choose the Best Mutual Fund

Gunter Johannes / 18 Jun 2021

Learn what mutual funds are and things to consider to help select the ones that best meet your goals.

How do Target Date Funds Work

Gunter Johannes / 18 Jun 2021

Learn how target date funds work, and their advantages and disadvantages.

How to Feel in Control When Markets Are Volatile

Gunter Johannes / 12 Aug 2020

6 simple ways to take action in your financial life without hurting your long-term goals.

What Should I Do if the Markets Drop?

Gunter Johannes / 12 Aug 2020

Vanguard provides lessons and steps to take when the market is in a downturn to put yourself in the best position possible.

Investing for Income in Retirement

Gunter Johannes / 12 Aug 2020

3 steps to get more income from your portfolio.

When Markets Dip, Don’t Drop Out

Gunter Johannes / 12 Aug 2020

“While staying the course may be hard on your nerves, it can be healthier for your portfolio.”

“If you’re nearing or in retirement and are worried about how you’ll make your portfolio last in uncertain times, make sure you understand sequence-of-returns risk.”

“You can always change where you invest, but you can’t get back the years of growth you miss by not investing at all.”

Worried About Your 401(k)?

Gunter Johannes / 7 Aug 2020

‘Don’t even open that statement if you don’t want,’ expert says — here’s why.

 

Instructions for selecting your investment strategy during the enrollment process.

Morningstar Managed Plan Solutions

Gunter Johannes / 5 Aug 2020

Overview of how the Morningstar-managed model portfolios can help you save for retirement.

close

Read Ubiquity’s 3 Steps to Building Financial Security in an Economic Downturn

Read Now
Read the Definitive Guide to Small Business 401(k)
Download Your 401(k) Guide Now

© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

Facebook Twitter LinkedIn YouTube

© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

Credit Card Logos